
Everything you need to know about the global chip shortage
Since the beginning of the pandemic, the demand for microchips has far exceeded supply, causing problems in every industry that relies on computers. And if you’re a Decoder listener, you know that that is every industry. Right now, major automakers have unfinished cars sitting in parking lots waiting for chips to be installed. Game consoles like the PS5 and Xbox Series X are impossible to find. And even things like microwaves and refrigerators are impacted, because they contain simple controller chips. So we realized it was time to figure out what caused the chip shortage, why that happened, and how we are going to get out of it. My guest today is Dr. Willy Shih. He’s the professor of management practices at Harvard Business School. He’s an expert on chips and semiconductors — he spent years working at companies like IBM and Silicon Graphics. And he’s also an expert in supply chains — how things go from raw materials to finished products in stores. Willy’s the guy that grocery stores and paper companies called in March 2020 when there was a run on toilet paper. If anyone’s going to explain this thing, it’s going to be Willy. Links: What toilet paper can teach us about supply chains https://www.youtube.com/watch?v=ihd7XJMzdG4 The latest in the global semiconductor shortage https://www.theverge.com/2021/4/2/22363232/global-semiconductor-chip-shortage-pandemic-consoles-cpus-graphics-cards-cars Ford to build some F-150 trucks without certain parts due to global chip shortage https://techcrunch.com/2021/03/18/ford-to-build-some-f-150-trucks-without-certain-parts-due-to-global-chip-shortage/ Situation regarding semiconductor plant fire and product supply https://www.akm.com/us/en/about-us/news/information/20210122-information/ Samsung forced to halt chip production in Austin due to power outages https://www.theverge.com/2021/2/17/22287054/samsung-chip-production-halted-austin-winter-storm-uri-power-blackouts About that White House meeting to discuss the semiconductor supply chain https://www.forbes.com/sites/willyshih/2021/04/12/about-that-white-house-meeting-to-discuss-the-semiconductor-supply-chain/?sh=63b7f65b1641 Ford CEO Jim Farley on building the electric F-150 -- and reinventing Ford https://www.theverge.com/2021/5/20/22444294/ford-f150-lightning-pickup-truck-jim-farley-interview Senate approves billions for US semiconductor manufacturing https://www.theverge.com/2021/6/8/22457293/semiconductor-chip-shortage-funding-frontier-china-competition-act Intel invests $20 billion into new factories, will produce chips for other companies https://www.theverge.com/2021/3/23/22347250/intel-new-factories-arizona-20-billion-chips-outsourcing-foundry-services-manufacturing Apple supplier TSMC confirms it’s building an Arizona chip plant https://www.theverge.com/2020/5/14/21259094/apple-tsmc-factory-chips-arizona-a-series Biden-Harris Administration announces Supply Chain Disruptions Task Force to address short-term supply chain discontinuities https://www.whitehouse.gov/briefing-room/statements-releases/2021/06/08/fact-sheet-biden-harris-administration-announces-supply-chain-disruptions-task-force-to-address-short-term-supply-chain-discontinuities/ Water shortages loom over future semiconductor fabs in Arizona https://www.theverge.com/22628925/water-semiconductor-shortage-arizona-drought Transcript https://www.theverge.com/e/22412413 Learn more about your ad choices. Visit podcastchoices.com/adchoices
31 Aug 20211h 4min

The quirks and features of YouTube car reviews with Doug DeMuro
Nilay Patel talks with Doug DeMuro, who reviews cars on YouTube for almost 10 years. Nilay and Doug talk about the economics of YouTube, how Doug feels about the platform, and about the new company he co-founded called Cars and Bids. Read the transcript: https://www.theverge.com/e/22401912 Decoder is produced by Creighton DeSimone, Alexander Charles Adams and Andrew Marino. We are edited by Callie Wright. Our music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
24 Aug 20211h 16min

Meet the self-driving brains working with Ford and Volkswagen
Today I'm talking to Bryan Salesky, the cofounder and CEO of Argo AI, a startup that's trying to build the tech stack for self-driving cars. Argo just launched a small fleet of robotaxis in Miami and Austin in partnership with Lyft. I wanted to talk to Bryan about his partnership with Lyft, but I also wanted to know if the pandemic accelerated any of his investment or development the way we have seen in other industries. After all, the proposition of having a taxi all to yourself is pretty enticing in the COVID era, and lots of people moving away from offices to work from home might love having a car that gets them to and from a central office a couple days a week. Of course, I also had to ask about 5G. Is 5G enabling any of Argo's current self-driving technology? Does he see 5G as a benefit in the future? His answer might surprise you… unless you're a regular listener of this show. Then it won't surprise you one bit. Read the transcript: https://www.theverge.com/e/22391888 Decoder is produced by Creighton DeSimone, Alexander Charles Adams and Andrew Marino. And we are edited by Callie Wright. Our music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Aug 20211h 4min

Here’s why Apple’s new child safety features are so controversial
Nilay Patel is joined by Riana Pfefferkorn and Jennifer King to talk about Apple's new child safety features. Riana and Jen are both researchers at Stanford and between the two of them have expertise in encryption policies and consumer privacy issues. Guest Bio: Riana Pfefferkorn: http://cyberlaw.stanford.edu/about/people/riana-pfefferkorn Jennifer King: http://cyberlaw.stanford.edu/about/people/jen-king Links: Apple reveals new efforts to fight child abuse imagery: https://www.theverge.com/e/22375762 WhatsApp lead and other tech experts fire back at Apple’s Child Safety plan: https://www.theverge.com/e/22377406 Apple pushes back against child abuse scanning concerns in new FAQ: https://www.theverge.com/e/22380422 Apple's Plan to "Think Different" About Encryption Opens a Backdoor to Your Private Life: https://www.eff.org/deeplinks/2021/08/apples-plan-think-different-about-encryption-opens-backdoor-your-private-life Transcript: https://www.theverge.com/e/22381595 Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Today’s episode was produced by Creighton DeSimone, Alexander Charles Adams, and Andrew Marino. And we are edited by Callie Wright. Our music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
10 Aug 202159min

YouTube's Chief Product Officer Neal Mohan on the algorithm, monetization, and future for creators
On today’s episode I’m talking with Neal Mohan, the chief product officer at YouTube. And there’s a lot to talk about – YouTube is announcing a $100 million fund to begin paying creators who use YouTube Shorts, which is its competitor to TikTok. YouTube remains the default video hosting platform for the entire internet, in a way can feel almost invisible, like it’s a utility, like water, or electricity. And on top of all that, there are YouTubers – that particular kind of influencer at the center of the creator economy – the people who have turned YouTube not only into a career, but multimillion dollar businesses that extend into everything from merch drops to cheeseburger restaurants. When people talk about creators and the creator economy, they’re often just talking about YouTube. YouTube as a whole continues to grow in massive ways – in Google’s last earnings report, YouTube reported 7b in advertising revenue alone, which means it’s a business that is now as big or bigger than Netflix. YouTube is big – just like this conversation. Links: YouTube creators can now get $10,000 per month for making Shorts - https://www.theverge.com/e/22370332 Google sets all-time records as search and YouTube profits soar - https://www.theverge.com/e/22360633 "Me at the Zoo" - https://www.youtube.com/watch?v=jNQXAC9IVRw Instagram launches reels, it's attempt to keep you off TikTok - https://www.theverge.com/e/21118158 YouTube launches Capture, a video recording and enhancing app for iOS - https://www.theverge.com/e/3541449 Instagram says its algorithm won’t promote Reels that have a TikTok watermark - https://www.theverge.com/e/22038373 Patreon CEO Jack Conte on why creators can’t depend on platforms - https://www.theverge.com/e/22307696 YouTube may push users to more radical views over time, a new paper argues - https://www.theverge.com/e/20600060 Examining the consumption of radical content on YouTube - https://www.pnas.org/content/118/32/e2101967118 Read the transcript: https://www.theverge.com/e/22370337 Decoder is produced by Creighton DeSimone, Alexander Charles Adams and Andrew Marino. And we are edited by Callie Wright. Our music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices
3 Aug 20211h 15min

Chuck Todd on why Meet the Press can’t survive on just one platform
This week Nilay Patel talks to Chuck Todd, the political director at NBC News and moderator of Meet The Press, the longest running television show in the country. Seriously: Meet the Press started in 1946, and Chuck is only the 12th moderator the show’s ever had. As streaming upends television, he’s expanding Meet The Press from a single weekly show where Chuck interviews politicians to an entire roster of formats. There’s Meet the Press, Meet The Press Daily on MSNBC, Meet the Press Reports on the Peacock streaming service, and, of course, a Meet the Press podcast. They discussed how streaming and direct distribution has changed TV news, and what the purpose of a show like Meet the Press really is in an environment where politicians can reach audiences directly whenever they want. Read the transcript: https://www.theverge.com/e/22358331 Decoder is produced by Creighton DeSimone, Liam James, Alexander Charles Adams, and Andrew Marino, and is edited by Callie Wright. Learn more about your ad choices. Visit podcastchoices.com/adchoices
27 Jul 202149min

How Blackstone became the darling of grill TikTok with CEO Roger Dahle
Nilay Patel encountered the name Blackstone on TikTok last year, just as the pandemic lockdowns were starting. He saw people posting videos smashing burgers and making pancakes outside on a griddle frequently with the caption “I finally got a Blackstone.” 20 minutes ago he hadn’t even heard about this thing, and now he was late to a trend? So he bought one. And hasn’t used his regular grill in over a year. Nilay sat down with the CEO of Blackstone products and inventor of the Blackstone griddle Roger Dahle. They talked about Blackstone’s ability to generate recurring revenue, and how the griddle itself is a platform for a variety of additional products and services, some of which might be made by competitors. And Blackstone has big competitors in Weber, and Cuisinart — so we talked about competition, and branding, and going up against the biggest players in a space, and the creator economy. You know: Decoder stuff. Take a listen. And you can read the transcript here: https://www.theverge.com/e/22347828 Learn more about your ad choices. Visit podcastchoices.com/adchoices
20 Jul 20211h 6min

Can Polestar design a new kind of car company?
We are back after our week off, and we’ve got a good one today. On this episode I’m talking to Thomas Ingenlath, CEO of Polestar, a new car company with close family ties to Volvo. We talked a lot about what kind of company Polestar is — it’s pretty small, and has the ability to rethink a lot of things about how a car company is organized, while having the ability to fall back on a larger company if needed. We also talked a lot about what makes a car company a car company, at a time when everything about cars seems up for grabs. Transcript here Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Jul 202155min